BDWM
Brewin Dolphin Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.73M | Hold |
14
| – | – | 0.62% | 29 |
|
|
2022
Q1 | $7.41M | Hold |
14
| – | – | 0.83% | 27 |
|
|
2021
Q4 | $6.31M | Sell |
14
-1
| -7% | -$451K | 0.68% | 35 |
|
|
2021
Q3 | $6.17M | Hold |
15
| – | – | 0.7% | 33 |
|
|
2021
Q2 | $6.28M | Hold |
15
| – | – | 0.76% | 31 |
|
|
2021
Q1 | $5.79M | Buy |
15
+1
| +7% | +$386K | 0.88% | 21 |
|
|
2020
Q4 | $4.87M | Hold |
14
| – | – | 0.82% | 25 |
|
|
2020
Q3 | $4.48M | Hold |
14
| – | – | 0.83% | 23 |
|
|
2020
Q2 | $3.74M | Buy |
14
+2
| +17% | +$535K | 0.8% | 26 |
|
|
2020
Q1 | $3.26M | Hold |
12
| – | – | 1.76% | 17 |
|
|
2019
Q4 | $4.08M | Hold |
12
| – | – | 1.88% | 16 |
|
|
2019
Q3 | $3.74M | Hold |
12
| – | – | 1.9% | 18 |
|
|
2019
Q2 | $3.82M | Hold |
12
| – | – | 1.99% | 16 |
|
|
2019
Q1 | $3.61M | Hold |
12
| – | – | 1.97% | 16 |
|
|
2018
Q4 | $3.67M | Hold |
12
| – | – | 2.22% | 14 |
|
|
2018
Q3 | $3.84M | Hold |
12
| – | – | 2.07% | 15 |
|
|
2018
Q2 | $3.38M | Hold |
12
| – | – | 2.01% | 18 |
|
|
2018
Q1 | $3.59M | Hold |
12
| – | – | 2.21% | 15 |
|
|
2017
Q4 | $3.57M | Hold |
12
| – | – | 2.27% | 13 |
|
|
2017
Q3 | $3.3M | Buy |
+12
| New | +$3.3M | 2.29% | 13 |
|